How to Evaluate Your Family Office: An Honest Self-Assessment

About this event

This webinar provides an honest self-assessment framework for answering a hard question: is your family office actually operating well? Led by EFOA and a governance specialist, topics to be discussed include running a governance health check, assessing investment and operational performance objectively, evaluating the team against the family's real needs, and benchmarking costs against comparable family offices. Participants will leave with a structured self-assessment they can run internally and use as the basis for an improvement plan.